Discussion of the Cash portion of the Permanent Portfolio
Moderator: Global Moderator
Jack Jones
Executive Member
Posts: 719 Joined: Mon Aug 24, 2015 3:12 pm
Post
by Jack Jones Tue Oct 28, 2025 9:05 am
2026 - Year of Cash! To the moon!
ochotona
Executive Member
Posts: 3715 Joined: Fri Jan 30, 2015 5:54 am
Post
by ochotona Tue Oct 28, 2025 11:14 am
But rates are going down... in the moon going down?
dualstow
Executive Member
Posts: 15561 Joined: Wed Oct 27, 2010 10:18 amLocation: searching for the lost Xanadu
Contact:
Post
by dualstow Tue Oct 28, 2025 12:25 pm
Why "regime," Jack?
. _ . /
Smith1776
Executive Member
Posts: 3969 Joined: Fri Apr 21, 2017 6:01 pm
Post
by Smith1776 Tue Oct 28, 2025 1:29 pm
I love the word 'regime'.
It's so geopolitical.
www.allterrainportfolio.com
Jack Jones
Executive Member
Posts: 719 Joined: Mon Aug 24, 2015 3:12 pm
Post
by Jack Jones Tue Oct 28, 2025 2:51 pm
dualstow wrote: ↑ Tue Oct 28, 2025 12:25 pm
Why "regime," Jack?
It had to rhyme with:
- Stock Scream Room
- Bond Dream Room
ochotona wrote: ↑ Tue Oct 28, 2025 11:14 am
But rates are going down... in the moon going down?
I could see all the other assets tanking next year. Stocks are overpriced, gold has been on a tear, bond yields could rise. Which leaves Cash as the least bad vehicle for a moon landing.
dualstow
Executive Member
Posts: 15561 Joined: Wed Oct 27, 2010 10:18 amLocation: searching for the lost Xanadu
Contact:
Post
by dualstow Tue Oct 28, 2025 6:11 pm
I can’t help but think of a “Cash Cream” room because it’s dinnertime.
. _ . /
welderwannabe
Executive Member
Posts: 158 Joined: Sat Jul 20, 2019 12:53 pm
Post
by welderwannabe Mon Nov 03, 2025 12:14 pm
As Tom Keene at Bloomberg used to say, he is 'all in' on triple leveraged all cash.
dualstow
Executive Member
Posts: 15561 Joined: Wed Oct 27, 2010 10:18 amLocation: searching for the lost Xanadu
Contact:
Post
by dualstow Mon Nov 03, 2025 1:58 pm
. _ . /
